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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,426 | $106,864+78.2% | $147,318+29.3% | $82,637+130.4% |
| Participation rate | 48.4% | 75.5%-27.1pp | 82.1%-33.7pp | 68.1%-19.7pp |
| Annual return | 84.76% | 27.49%+57.3pp | 70.43%+14.3pp | 53.51%+31.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,246 | $6,496+11.5% | $7,906-8.4% | $4,126+75.6% |
| Admin fee / account holder | $1,178 | $8,415-86.0% | $13,708-91.4% | $7,339-84.0% |